Vaultly AI writes the awkward follow-up emails, tracks every missing document, and politely nags your clients on autopilot — while you focus on actual accounting work.
Hi James — hope you're doing well.
Just a friendly follow-up on two items we're still waiting on to finish your Q1 review: the Telia supplier invoice and your signed engagement letter.
When you have a moment, you can upload them directly here: [secure link].
Every accountant knows the feeling. You're trying to close the books, but half your day is spent writing the same polite email for the fifth time to the same client who "totally meant to send it last week."
Writing the third polite follow-up is fine. The tenth is exhausting. You're paid to do accounting, not to be a receptionist chasing missing receipts.
Every deadline slips because 2 clients never sent their bank statements. Your week's plan collapses because someone couldn't find a receipt from three weeks ago.
You're tracking 50 clients × 15 documents each across Excel, Asana, email flags and brain memory. Something always slips. Year-end is always a scramble.
Vaultly builds a document checklist for every client, sends branded, perfectly-toned follow-ups automatically, tracks what's in and what's missing — and gives you a live dashboard of exactly who's blocking what. No more chasing. No more sticky notes. Just clean files, on time.
Six tools. One AI. Generate checklists, write chase emails, categorize replies, score deadline risk — no account needed.
We don't try to be another project management app. We do one thing — document chasing — and we do it perfectly.
Pick the engagement type (year-end review, VAT filing, audit prep). AI generates the complete document list instantly — no more hand-writing checklists for every client.
Set the cadence: Day 3 friendly, Day 7 firmer, Day 14 final notice. AI writes each email in the right tone, sends from your branded address, and logs every interaction.
Every email contains a unique secure link. Clients upload directly — no email attachments, no downloads, no chaos. Documents land automatically in the right client folder.
Move the sliders and see exactly how much time and money Vaultly saves your firm every month.
Vaultly connects directly with your practice management and accounting software. Import client lists in one click.
What 47 beta firms across Norway and the UK are seeing in their first 90 days with Vaultly.
"I was spending 12 hours a week chasing clients. Now it's 20 minutes. Vaultly writes the emails better than I did and clients respond faster. Best investment our firm has made."
"The blocked clients dashboard alone is worth the price. First time in 15 years I know exactly what every client is holding up — without opening 47 Excel files."
"My clients actually respond faster now. The AI tone is more polite than mine after the 4th follow-up — and somehow they still feel nudged. Magic."
"The Risk Radar caught two clients about to miss VAT deadlines in our first month. We'd have paid penalties without it. Pays for itself before I've finished a coffee."
"Smart Categorizer is the unsung hero. Used to spend ten minutes reading a long client email trying to figure out what they actually meant. Now Vaultly tells me in one second and drafts the reply."
"Onboarded in 11 minutes. By the end of week one Vaultly had collected docs from 18 clients I'd been chasing for a month. My team thinks I hired a new assistant."
I built Vaultly after watching accountants waste entire afternoons writing the same polite email for the fifth time. Brilliant professionals, reduced to receptionist work. That's not what you trained for.
The idea is simple: if the task is boring, repetitive, and emotionally draining — let AI do it. Vaultly writes the chase emails, schedules them, tracks what came back, and hands you a clean dashboard of what's outstanding.
We're not a giant SaaS company. We're focused on one specific pain — and we do it better than anyone else in the market. No bloat, no feature creep, no "also a CRM."
Every new firm gets my personal phone number. Call me at +47 920 14 106 any time. I answer. I built this — I'll support it.
Pay per client. No seat limits. No feature tiers holding you hostage. Every plan includes unlimited AI emails, unlimited document tracking, and a 14-day free trial.
For solo accountants managing up to 20 client entities. Includes a $49/mo platform fee.
For firms with multiple employees managing 21–100 clients. Includes a $99/mo platform fee.
For large firms and multi-office practices with 101–400 clients. Includes a $199/mo platform fee.
Be one of the first 50 firms. Founding members lock in 50% off forever and get a personal onboarding call with Arsalan.
Pick the one that actually moves your firm forward. Vaultly does the chase — you do the work that matters.
Questions about onboarding, pricing, or integration? Call or email me directly — I personally handle every new firm. No sales team.